Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,996 | $105,210-51.5% | $159,487-68.0% | $85,851-40.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.59% | 45.08%-29.5pp | 263.71%-248.1pp | 318.63%-303.0pp |
| Employer contribution / active EE | $4,127 | $3,319+24.3% | $4,831-14.6% | $2,565+60.9% |
| Participant deferral / active EE | $6,753 | $5,946+13.6% | $7,354-8.2% | $3,952+70.9% |
| Admin fee / account holder | $4,048 | $6,934-41.6% | $10,804-62.5% | $6,261-35.3% |